
When this happens...

Automatically do this!
Create Account
Create Activity
Create Contact
Create Calendar Item
Create Opportunity
Create Sales Order
Find Account
List Users
List Roles
List Accounts
List Account Types
List Contacts
List Opportunities
List Opportunity Types
List Opportunity Statuses
List Activities
List Activity Types
List Activity Points
List Calendar
List Emails
List Calls
List Products
List Order Headers
List Order Statuses
List Sales
List Campaigns
Update Account
Update Activity
Update Contact
Update Calendar Item
Update Opportunity
Update Sales Order
Find Contact
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new activity is created.
Triggers when a new account is created.
Triggers when a new calendar item is created.
Triggers when a new contact is created.
Triggers when a new opportunity is created
Triggers when a new sales order is created.
Action is the task that follows automatically within your Backlog integrations.
Find all existing activities
Returns logo image of your space.
Returns space notification.
Returns information about space disk usage.
Find all existing projects
Find all existing notifications

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Backlog and Sage Sales Management accounts to viaSocket. Once connected, you can set up a workflow where an event in Backlog triggers actions in Sage Sales Management (or vice versa).
Absolutely. You can customize how Backlog data is recorded in Sage Sales Management. This includes choosing which data fields go into which fields of Sage Sales Management, setting up custom formats, and filtering out unwanted information.
The data sync between Backlog and Sage Sales Management typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Backlog and Sage Sales Management. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Backlog is a comprehensive project management and collaboration tool designed to help teams organize their work, track progress, and collaborate effectively. It offers features such as task management, bug tracking, version control, and Gantt charts to streamline project workflows.
Learn MoreForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
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